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MSFT   402.18 (-0.15%)
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GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
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MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
S&P 500   4,981.80 (+0.13%)
DOW   38,612.24 (+0.13%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
S&P 500   4,981.80 (+0.13%)
DOW   38,612.24 (+0.13%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)

MFS Investment Grade Municipal Trust (CXH) Institutional Ownership

$7.54
-0.01 (-0.13%)
(As of 02/21/2024 ET)

Institutional Ownership Changes (13F Filings) for MFS Investment Grade Municipal Trust (NYSE:CXH)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$5.52 M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$1.94 M
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CXH Institutional Buying and Selling by Quarter


MFS Investment Grade Municipal Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Bulldog Investors LLP389,857$2.95M1.0%+28.7%0.000%
2/8/2024Robinson Capital Management LLC33,292$0.25M0.1%-23.5%0.000%
2/8/2024Matisse Capital86,928$0.66M0.4%-23.5%0.000%
2/6/2024Fortitude Advisory Group L.L.C.15,802$0.12M0.1%-16.4%0.000%
2/1/2024Wolverine Asset Management LLC5,475$41K0.0%N/A0.000%
1/22/2024Melfa Wealth Management LLC69,426$0.51M0.5%+2.2%0.000%
1/16/2024Raymond James & Associates27,675$0.21M0.0%-16.5%0.000%
1/5/2024Capital Investment Advisors LLC42,400$0.32M0.0%-11.3%0.000%
11/21/2023Almitas Capital LLC542,641$3.84M1.8%+5.7%0.000%
11/14/2023Saba Capital Management L.P.912,986$6.46M0.2%+0.4%0.000%
11/14/2023Clough Capital Partners L P11,048$78K0.0%N/A0.000%
11/14/2023Robinson Capital Management LLC43,526$0.30M0.1%N/A0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.50,389$0.36M0.1%+5,898.7%0.000%
11/13/2023LPL Financial LLC20,026$0.14M0.0%-16.3%0.000%
11/8/2023Fort Point Capital Partners LLC19,601$0.14M0.0%N/A0.000%
10/30/2023Melfa Wealth Management LLC67,900$0.48M0.5%+9.4%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.70,616$0.50M0.0%N/A0.000%
10/24/2023Raymond James & Associates33,131$0.23M0.0%-8.2%0.000%
8/15/2023Wells Fargo & Company MN40,839$0.30M0.0%-12.5%0.000%
8/15/2023Captrust Financial Advisors21,278$0.16M0.0%+40.6%0.000%
8/15/2023Rivernorth Capital Management LLC194,405$1.43M0.1%+263.9%0.000%
8/15/2023Bulldog Investors LLP149,863$1.10M0.4%+69.1%0.000%
8/11/2023Almitas Capital LLC513,340$3.91M1.7%+55.0%0.000%
7/31/2023LPL Financial LLC23,922$0.18M0.0%-13.2%0.000%
7/31/2023Americana Partners LLC25,500$0.19M0.0%-26.3%0.000%
7/25/2023Raymond James & Associates36,108$0.27M0.0%-5.2%0.000%
7/18/2023Melfa Wealth Management LLC62,081$0.46M0.5%-8.5%0.000%
7/17/2023GPS Wealth Strategies Group LLC6,775$50K0.0%-42.4%0.000%
5/12/2023Bank of America Corp DE56,780$0.42M0.0%-15.0%0.623%
5/12/2023UBS Group AG29,897$0.22M0.0%-14.8%0.328%
5/11/2023Karpus Management Inc.41,528$0.31M0.0%-23.5%0.456%
5/9/2023Atlas Wealth LLC30,321$0.22M0.0%-17.5%0.000%
5/8/2023Americana Partners LLC34,580$0.26M0.0%-69.8%0.000%
5/5/2023Moors & Cabot Inc.55,000$0.41M0.0%-40.5%0.000%
4/28/2023Janney Montgomery Scott LLC13,600$0.10M0.0%-38.3%0.000%
4/20/2023Melfa Wealth Management LLC67,873$0.50M0.5%-15.6%0.000%
4/14/2023Raymond James & Associates38,084$0.28M0.0%+7.2%0.000%
4/13/2023Bridgewater Advisors Inc.27,216$0.20M0.0%N/A0.000%
4/10/2023Capital Investment Advisors LLC47,790$0.35M0.0%+22.6%0.000%
2/15/2023Logan Stone Capital LLC145,060$1.03M0.4%+58.4%0.000%
2/15/2023Almitas Capital LLC121,048$0.86M0.4%N/A0.000%
2/14/2023Susquehanna International Group LLP11,345$81K0.0%-13.8%0.000%
2/14/2023Atlas Wealth LLC36,772$0.26M0.1%N/A0.000%
2/13/2023Wells Fargo & Company MN47,273$0.34M0.0%-17.9%0.000%
2/10/2023Bank of America Corp DE66,780$0.48M0.0%-11.2%0.000%
2/10/2023Moors & Cabot Inc.92,500$0.66M0.0%+208.3%0.000%
2/8/2023Raymond James & Associates35,539$0.25M0.0%N/A0.000%
2/8/2023UBS Group AG35,079$0.25M0.0%-25.8%0.000%
2/7/2023LPL Financial LLC31,441$0.22M0.0%-35.7%0.000%
2/1/2023Wolverine Asset Management LLC5,144$37K0.0%-90.9%0.056%
2/1/2023Janney Montgomery Scott LLC22,054$0.16M0.0%-14.7%0.242%
1/31/2023Melfa Wealth Management LLC80,400$0.57M0.6%N/A0.000%
1/30/2023Americana Partners LLC114,630$0.82M0.1%-6.3%0.000%
1/27/2023Denver Wealth Management Inc.12,166$87K0.1%N/A0.134%
1/27/2023Drive Wealth Management LLC19,996$0.14M0.1%-14.3%0.219%
1/12/2023Ackerman Capital Advisors LLC44,711$0.32M0.1%-54.3%0.491%
1/5/2023Capital Investment Advisors LLC38,982$0.28M0.0%-24.5%0.428%
11/16/2022Drive Wealth Management LLC23,331$0.16M0.1%N/A0.256%
11/16/2022Saba Capital Management L.P.17,096$0.12M0.0%N/A0.188%
11/15/2022Karpus Management Inc.239,153$1.61M0.1%-1.5%2.625%
11/15/2022Logan Stone Capital LLC91,572$0.62M0.4%+145.4%1.005%
11/15/2022Commonwealth Equity Services LLC10,725$72K0.0%N/A0.118%
11/14/2022Mariner Investment Group LLC58,190$0.39M0.4%+32.8%0.639%
11/10/2022Wolverine Asset Management LLC56,521$0.38M0.0%+85.4%0.620%
11/8/2022Robinson Capital Management LLC132,478$0.90M0.7%-6.2%1.454%
11/8/2022Matisse Capital113,582$0.76M1.0%+100.2%1.247%
10/25/2022Janney Montgomery Scott LLC25,848$0.17M0.0%-11.8%0.284%
10/12/2022QP Wealth Management LLC14,725$100K0.1%-57.6%0.162%
8/15/2022Bulldog Investors LLP89,587$0.68M0.2%+36.2%0.983%
8/15/2022Karpus Management Inc.242,839$1.84M0.1%-19.8%2.666%
8/13/2022Mariner Investment Group LLC43,817$0.33M0.4%N/A0.481%
8/12/2022LPL Financial LLC54,020$0.41M0.0%-15.5%0.593%
8/11/2022Denver Wealth Management Inc.14,459$0.11M0.1%N/A0.159%
8/11/2022UBS Group AG48,719$0.37M0.0%+8.7%0.535%
8/4/2022Robinson Capital Management LLC141,272$1.09M0.8%+2.9%1.551%
8/3/2022Janney Montgomery Scott LLC29,308$0.22M0.0%-11.1%0.322%
8/3/2022Wolverine Asset Management LLC30,481$0.23M0.0%N/A0.335%
7/28/2022Matisse Capital56,745$0.43M0.4%+34.2%0.623%
7/22/2022Ackerman Capital Advisors LLC76,681$0.58M0.2%+39.6%0.842%
7/19/2022GPS Wealth Strategies Group LLC11,759$89K0.0%+2,456.3%0.129%
7/8/2022QP Wealth Management LLC34,725$0.26M0.4%-14.7%0.381%
7/8/2022Worth Asset Management LLC5,313$40K0.0%-36.2%0.058%
7/6/2022Capital Investment Advisors LLC51,637$0.39M0.0%+17.0%0.567%
6/7/2022Bank of America Corp DE78,290$0.67M0.0%+32.9%0.859%
5/17/2022Robinson Capital Management LLC137,264$1.17M0.8%-5.9%1.507%
5/16/2022Rivernorth Capital Management LLC380,681$3.25M0.1%+44.3%4.179%
5/16/2022UBS Group AG44,814$0.38M0.0%-10.5%0.492%
5/13/2022Worth Asset Management LLC8,328$64K0.0%N/A0.091%
5/13/2022NewEdge Advisors LLC10,200$87K0.0%N/A0.112%
5/13/2022Dakota Wealth Management28,522$0.24M0.0%-6.0%0.313%
5/13/2022Moors & Cabot Inc.29,000$0.25M0.0%N/A0.318%
5/10/2022Karpus Management Inc.302,941$2.59M0.1%-2.3%3.325%
5/9/2022Northwestern Mutual Wealth Management Co.11,509$98K0.0%-21.5%0.126%
5/6/2022Americana Partners LLC19,030$0.16M0.0%-86.6%0.209%
5/4/2022Advisor Group Holdings Inc.68,843$0.59M0.0%+3.0%0.756%
4/19/2022Ackerman Capital Advisors LLC54,920$0.47M0.1%+23.9%0.603%
4/18/2022QP Wealth Management LLC40,725$0.35M0.4%+3.8%0.447%
4/13/2022Capital Investment Advisors LLC44,137$0.38M0.0%+2.9%0.484%
4/12/2022Matisse Capital42,294$0.36M0.3%N/A0.464%
2/16/2022Ackerman Capital Advisors LLC44,329$0.46M0.1%-8.8%0.487%
(Data available from 1/1/2016 forward)













CXH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CXH shares?

During the previous two years, 40 institutional investors and hedge funds held shares of MFS Investment Grade Municipal Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($6.46M), Almitas Capital LLC ($3.84M), Bulldog Investors LLP ($2.95M), Rivernorth Capital Management LLC ($1.43M), Logan Stone Capital LLC ($1.03M), Matisse Capital ($0.66M), and Advisor Group Holdings Inc. ($0.59M).Learn more on CXH's institutional investors.

Which institutional investors have been buying MFS Investment Grade Municipal Trust stock?

Of the 31 institutional investors that purchased MFS Investment Grade Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($0.33M), Rivernorth Capital Management LLC ($0.26M), Bulldog Investors LLP ($0.17M), Matisse Capital ($0.11M), Logan Stone Capital LLC ($0.11M), Moors & Cabot Inc. ($91.50K), and Melfa Wealth Management LLC ($87.75K).

How much institutional buying is happening at MFS Investment Grade Municipal Trust?

Institutional investors have bought a total of 1,777,364 shares in the last 24 months. This purchase volume represents approximately $13.13M in transactions.

Which MFS Investment Grade Municipal Trust major shareholders have been selling company stock?

Of the 24 institutional investors that sold MFS Investment Grade Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Americana Partners LLC ($0.22M), Karpus Management Inc. ($83.51K), Ackerman Capital Advisors LLC ($53.16K), Wolverine Asset Management LLC ($51.38K), Moors & Cabot Inc. ($37.50K), LPL Financial LLC ($34.90K), and Robinson Capital Management LLC ($27.57K).

How much institutional selling is happening at MFS Investment Grade Municipal Trust?

Institutional investors have sold a total of 711,144 shares in the last 24 months. This volume of shares sold represents approximately $5.37M in transactions.


This page (NYSE:CXH) was last updated on 2/21/2024 by MarketBeat.com Staff